See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,062 | $55,415-9.7% | $155,509-67.8% | $74,495-32.8% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 15.10% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,152 | $2,267+83.1% | $4,672-11.1% | $2,623+58.3% |
| Participant deferral / active EE | $4,324 | $2,836+52.5% | $5,626-23.1% | $4,346-0.5% |
| Admin fee / account holder | $3,138 | $1,738+80.6% | $15,912-80.3% | $1,942+61.6% |